JD
CFP
JD
CFP

Jeffrey P Deiss

18 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
14,671 clients
Average Client Portfolio
$645K average
Assets Under Management
$9.5B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

10 Wilsey Square, Suite 200, Ridgewood, NJ, 07450

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Advisors Capital Management, LLC
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
NFP Advisor Services, LLC
April 2009 - April 2015 · 6 yrs
Citigroup Global Markets INC.
May 2007 - November 2008 · 1 yr 6 mos
Citicorp Investment Services
August 2006 - May 2007 · 9 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Jeffrey P Deiss - Financial Advisor | TrueAdvisor